IG Wealth Management
IG Wealth Management offers comprehensive financial planning including estate planning, tax planning, and insurance solutions. The firm addresses finances and dementia preparedness as part of their service offerings.
- Emphasis on tax & financial planning
- 30 client reviews (5.0★ average)
- Caregivers speak French
Strong fit for tax & financial planning.
IG Wealth Management offers comprehensive financial planning including estate planning, tax planning, and insurance solutions. The firm addresses finances and dementia preparedness as part of their service offerings.
Whole-family investment planning available — multiple reviewers mention plans set up for entire families
Reflects how complete and verified this listing is on ABSeniors — review volume, recency, website review, office, and funding info. Not a quality rating of the provider.
What they're known for.
Summarized from the provider's own website. Verify specifics when you contact them.
Who this may be right for.
Good fit for
- Retirement planning and investment management
- Clients transitioning into retirement
- Clients new to investing or unfamiliar with financial terminology
Ask first if
- Advisors explain complex financial concepts in plain language — consistently noted by clients who describe themselves as non-experts
- In-home care
A calmer first step.
Brief phone conversation
Share what is happening, who needs care, and whether the need is urgent or exploratory.
Care needs and schedule review
Discuss mobility, memory, safety, meals, personal care, household help, and preferred visit times.
Caregiver matching
The team looks for fit based on care level, personality, language preferences, and comfort.
Start small, adjust as needed
Many families begin with shorter visits, then adjust the plan as the senior becomes comfortable.
Serving St. Albert families.
St. Albert, AB
In their own words.
“From my experiences with Dante and the rest of the staff at IG , they are all highly professional and take the time to help you understand your investments and options. They always respond quickly to any questions or inquiries I have.”
“Deciding to work with Dante has been the best decision I have ever made. He’s very professional, understanding, and he is very good at explaining all the details in plain language so I can make my best decision.”
Excerpts from public Google reviews. See all reviews on the provider's Google listing.
Compare with similar St. Albert providers.
| Provider | Reviews | Rating | Best for |
|---|---|---|---|
| IG Wealth Management · this provider | 30 | 5.0 | Tax & Financial Planning |
| Weary & Company | 74 | 4.8 | Wills & Estates |
| Nguyen Scott LLP | 64 | 4.7 | Tax & Financial Planning |
| Ritzen Warshawski Anderson Manning LLP | 59 | 4.8 | Wills & Estates |
| Foisy Law Offices | 52 | 4.0 | Estate Administration / Probate |
| Lift Legal | 46 | 4.8 | Wills & Estates |
Based on Google review counts and ABSeniors data for legal & financial in St. Albert. Verify current details with each provider.
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Which advisors are most frequently mentioned at this IG Wealth Management office? +
Reviews most commonly mention Dante Esposito, Brent MacDonald, and Pascal as key team members at the MacDonald & Associates group within IG Wealth Management in St. Albert.
Is this office suitable for someone who doesn't understand financial or investment terminology? +
Multiple reviewers specifically note that advisors take time to explain concepts in plain, easy-to-understand language, making the office a good fit for clients with little financial background.
Does this team help with retirement planning specifically? +
Yes, several reviewers mention that Brent and Dante assisted them with retirement planning, portfolio management heading into retirement, and setting up investment vehicles to meet long-term financial goals.
How long do clients typically stay with this team? +
Several reviewers mention relationships spanning 7 to over 10 years, suggesting a high level of long-term client retention.
Can this team assist with financial planning during major life transitions? +
Reviewers mention receiving help during transitions such as moving from Canada to the United States and transitioning into retirement, indicating the team has experience with significant life-change planning.
Does the team handle investment planning for whole families? +
Multiple reviews reference family-wide financial plans and note that clients have referred family members and friends, suggesting the team is comfortable working with multiple generations within a family.
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